Summit Financial’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.33M | Sell |
5,076
-131
| -3% | -$137K | 0.12% | 152 |
|
2025
Q1 | $4.93M | Sell |
5,207
-6
| -0.1% | -$5.68K | 0.14% | 140 |
|
2024
Q4 | $5.34M | Buy |
5,213
+384
| +8% | +$394K | 0.19% | 103 |
|
2024
Q3 | $4.59M | Sell |
4,829
-17
| -0.4% | -$16.1K | 0.18% | 99 |
|
2024
Q2 | $3.82M | Buy |
4,846
+1,976
| +69% | +$1.56M | 0.17% | 93 |
|
2024
Q1 | $2.39M | Buy |
2,870
+107
| +4% | +$89.2K | 0.14% | 93 |
|
2023
Q4 | $2.24M | Sell |
2,763
-1
| -0% | -$812 | 0.15% | 95 |
|
2023
Q3 | $1.79M | Sell |
2,764
-224
| -7% | -$145K | 0.13% | 107 |
|
2023
Q2 | $2.06M | Buy |
2,988
+894
| +43% | +$618K | 0.15% | 88 |
|
2023
Q1 | $1.4M | Buy |
2,094
+258
| +14% | +$173K | 0.12% | 85 |
|
2022
Q4 | $1.3M | Sell |
1,836
-91
| -5% | -$64.5K | 0.12% | 88 |
|
2022
Q3 | $1.06M | Buy |
1,927
+320
| +20% | +$176K | 0.1% | 103 |
|
2022
Q2 | $979K | Sell |
1,607
-95
| -6% | -$57.9K | 0.09% | 99 |
|
2022
Q1 | $1.3M | Buy |
1,702
+222
| +15% | +$170K | 0.1% | 96 |
|
2021
Q4 | $1.35M | Buy |
1,480
+579
| +64% | +$530K | 0.1% | 87 |
|
2021
Q3 | $756K | Buy |
901
+580
| +181% | +$486K | 0.06% | 101 |
|
2021
Q2 | $281K | Buy |
+321
| New | +$281K | 0.03% | 137 |
|